Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | Director | July 24, 2026 | July 28, 2026 |
| Portillo's Inc.PTLO · Entity 5886 | Director | August 12, 2026 | August 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ADVANCE AUTO PARTS INC
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,199.296 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 388.37 · Balance 90,199.296 F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 34,070 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,070 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives
Portillo's Inc.
Report date August 12, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectBy Family Trust | 551,770 |
Reported balance
After 2026-08-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-12 · Purchase · Acquired 65,355 · Balance 551,770 F1: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $4.51 to $4.63, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. |
| Class A common stockSEC Table I · non-derivative | Direct | 73,479 |
Reported balance
Holding disclosure · report date 2026-08-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 73,479 |
Filing footnotes · ownership attribution and instrument terms
F1: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $4.51 to $4.63, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DARDEN RESTAURANTS INC
Report date September 20, 2023 · Filed September 22, 2023
Section 16 reporting ended · disclosed 2023-09-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 160,699 |
Reported balance
After 2023-09-20 transaction · row 1
1 source rowRow 1 · 2023-09-20 · Exercise / conversion · Acquired 2,742 · Balance 160,699 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock Units (FY23 Director Annual Grant)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-09-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-20 · Exercise / conversion · Disposed 2,742 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. The director has a one time option to defer settlement until their termination from the board. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. The director has a one time option to defer settlement until their termination from the board.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 29, 2020 Filed Jul 31, 2020 14:31 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantRestricted Stock Units (FY21 Annual Grant) · Derivative | 16,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010091 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,826 Underlying: Common Stock · 16,826 shares Expires 2023-07-29 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 29, 2020 Filed Aug 2, 2023 19:53 UTC Amendment | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantStock Option (Right to Buy) · Derivative | 67,847 | $0.00 Strike: $78.84 | $0.00 |
DisclosureSEC source: 0001225208-23-007877 · doc4a.xml · derivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,847 Underlying: Common Stock · 67,847 shares Expires 2030-07-29 F1 · derivative.exercise_price: Amended to reflect the correct exercise price of the stock option, which was inadvertently misstated in the original filing due to an administrative error. F2 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 29, 2023. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:03 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 16,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010065 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,806 shares Expires 2020-07-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Each award includes 1869 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:03 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 16,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010065 · doc4.xml · derivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,806 Underlying: Common Stock · 16,806 shares Expires 2020-07-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Each award includes 1869 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:03 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 11,340 | $78.64 | $891,777.60 |
DisclosureSEC source: 0001225208-20-010065 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,098 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:03 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 16,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010065 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,438 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:03 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 16,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010065 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,632 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units (FY18 Annual Grant) · Derivative | 13,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010019 · doc4.xml · derivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,818 shares Expires 2020-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY18) · Derivative | 15,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010019 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,819 Underlying: Common Stock · 15,141 shares Expires 2021-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: Includes 1323 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 26, 2020. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,959 | $78.64 | $468,615.76 |
DisclosureSEC source: 0001225208-20-010019 · doc4.xml · nonDerivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,826 Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,438 | $78.64 | $427,644.32 |
DisclosureSEC source: 0001225208-20-010019 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,785 Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 13,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010019 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,223 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 15,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010019 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,405 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 14:52 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | OtherCommon Stock | 182.263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158449-20-000193 · wf-form4_159551593747809.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,656.97 F1 · kind: On July 21, 2020, the transaction on May 1, 2020 by which the reporting person acquired shares of issuer common stock in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives was rescinded. F1 · price: On July 21, 2020, the transaction on May 1, 2020 by which the reporting person acquired shares of issuer common stock in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives was rescinded. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 14:40 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 13.851 | $138.96 | $1,924.73 |
DisclosureSEC source: 0001158449-20-000188 · wf-form4_159421923166614.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,839.233 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 20:42 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY18) · Derivative | 27,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009219 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,637 Underlying: Common Stock · 27,637 shares Expires 2021-07-26 F5 · security: On July 26, 2017, the Reporting Person was awarded 27,637 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (relative total shareholder return as compared to a selected comparison group) from July 26, 2017 through May 31, 2020. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F6 · shares: On June 23, 2020, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 27,637 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F7 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 26, 2020. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 20:42 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (CEO) · Derivative | 21,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009219 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,823 Underlying: Common Stock · 21,823 shares Expires not disclosed F1 · security: On July 26, 2017, the Reporting Person was awarded 81,735 target special performance restricted stock units (PSUs) that vest in three tranches subject to the achievement of performance criteria (achievement of three-year, four-year and five-year EBITDA targets.) 26.7% vested on May 31, 2020, 33.3% will vest on May 30, 2021 and the remaining 40% will vest on May 29, 2022. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 23, 2020, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria for the first tranche of the award resulting in 21,823 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F4 · derivative.exercise_date: Earned PSUs will settle into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. F4 · derivative.expiration_date: Earned PSUs will settle into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. Read SEC document |
| May 15, 2020 Filed May 19, 2020 19:38 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1,229.573 | $126.06 | $154,999.97 |
DisclosureSEC source: 0001158449-20-000145 · wf-form4_158991708560102.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,825.382 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on May 3, 2021 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| May 01, 2020 Filed May 4, 2020 21:33 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 182.263 | $116.59 | $21,250.04 |
DisclosureSEC source: 0001158449-20-000119 · wf-form4_158862798590955.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,595.809 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| April 23, 2020 Filed Apr 23, 2020 19:57 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | PurchaseCommon Stock | 25,641 | $58.50 | $1,499,998.50 |
DisclosureSEC source: 0001225208-20-006668 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,264 F1 · shares: The Reporting Person purchased the shares from the Underwriters in an underwritten registered public offering at the public offering price. Read SEC document |
| April 03, 2020 Filed Apr 6, 2020 19:41 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 19.942 | $84.65 | $1,688.09 |
DisclosureSEC source: 0001158449-20-000097 · wf-form4_158620204964476.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,413.546 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 18:55 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 161.29 | $131.75 | $21,249.96 |
DisclosureSEC source: 0001158449-20-000026 · wf-form4_158084249159909.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,393.604 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2.298 | $159.42 | $366.35 |
DisclosureSEC source: 0001158449-20-000014 · wf-form4_157842811947717.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,232.314 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:16 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 128.929 | $164.82 | $21,250.08 |
DisclosureSEC source: 0001158449-19-000191 · wf-form4_157297416257758.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,230.016 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| October 04, 2019 Filed Oct 7, 2019 19:28 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2.241 | $159.94 | $358.43 |
DisclosureSEC source: 0001158449-19-000180 · wf-form4_157047650324833.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,101.087 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 18:07 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 141.714 | $149.95 | $21,250.01 |
DisclosureSEC source: 0001158449-19-000151 · wf-form4_156476924587041.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,098.846 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 21:32 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 756 | $125.96 | $95,225.76 |
DisclosureSEC source: 0001225208-19-010790 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,623 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY16) · Derivative | 13,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010749 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,821 shares Expires 2019-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F4 · shares: Includes 1028 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 29, 2018. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY16) · Derivative | 11,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010749 · doc4.xml · derivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,821 Underlying: Common Stock · 11,701 shares Expires 2019-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Includes 870 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 29, 2018. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 10,046 | $125.96 | $1,265,394.16 |
DisclosureSEC source: 0001225208-19-010749 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,379 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 11,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010749 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,425 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 13,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010749 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,724 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:39 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 15,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010707 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,874 Underlying: Common Stock · 15,893 shares Expires 2020-07-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Each award includes 958 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:39 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 15,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010707 · doc4.xml · derivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,767 Underlying: Common Stock · 15,893 shares Expires 2020-07-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Each award includes 958 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:39 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 11,756 | $125.96 | $1,480,785.76 |
DisclosureSEC source: 0001225208-19-010707 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,903 Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:39 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 15,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010707 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,659 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:39 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 15,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010707 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,766 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 19:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantStock Option (Right to Buy) · Derivative | 63,636 | $0.00 Strike: $124.24 | $0.00 |
DisclosureSEC source: 0001225208-19-010445 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,636 Underlying: Common Stock · 63,636 shares Expires 2029-07-24 F2 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 24, 2022. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 19:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantRestricted Stock Units (FY20 Annual Grant) · Derivative | 10,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010445 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,494 Underlying: Common Stock · 10,494 shares Expires 2022-07-24 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 19:05 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2.178 | $160.62 | $349.83 |
DisclosureSEC source: 0001158449-19-000141 · wf-form4_156269909006566.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,957.132 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 14:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY17) · Derivative | 29,872.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009463 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,745 Underlying: Common Stock · 29,872.5 shares Expires 2020-07-27 F5 · security: On July 27, 2016, the Reporting Person was awarded 19,915 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (return on invested capital) from May 30, 2016 through May 26, 2019. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 18, 2019, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 29,872.50 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 14:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY17) · Derivative | 29,872.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009463 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,872.5 Underlying: Common Stock · 29,872.5 shares Expires 2020-07-27 F1 · security: On July 27, 2016, the Reporting Person was awarded 19,915 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (relative total shareholder return as compared to a selected comparison group) from July 27, 2016 through May 26, 2019. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 18, 2019, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 29,872.50 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| May 15, 2019 Filed May 16, 2019 17:35 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 994.67 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158449-19-000103 · wf-form4_155802814410984.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,954.954 F1 · price: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on May 1, 2020 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| May 01, 2019 Filed May 2, 2019 18:01 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 129.71 | $163.83 | $21,250.39 |
DisclosureSEC source: 0001158449-19-000085 · wf-form4_155682005942748.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,960.284 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| April 05, 2019 Filed Apr 8, 2019 18:44 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1.596 | $176.78 | $282.14 |
DisclosureSEC source: 0001158449-19-000075 · wf-form4_155474903362003.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,830.574 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 18:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 73,152 | $0.00 Strike: $39.53 | $0.00 |
DisclosureSEC source: 0001225208-19-005829 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73,152 shares Expires 2024-07-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option vested in two equal annual installments beginning on the third anniversary of the grant. F3 · balance_after: The number of stock options was adjusted in connection with the spin-off (the Spin-Off) of Four Corners Property Trust, Inc. (FCPT) from Darden Restaurants, Inc. (Darden) on November 9, 2015. The adjustment reflects the product of (i) the number of shares subject to the stock option awards immediately prior to the Spin-Off and (ii) the ratio of (A) the pre-Spin-Off closing price on November 9, 2015 of Darden Common Stock (Darden Pre-Spin-Off Price) and (B) the difference between the Darden Pre-Spin-Off Price and the volume weighted average price of FCPT Common Stock trading on the NYSE on the trading day immediately following the distribution date (adjusted to reflect the Darden-to-FCPT pro rata share distribution ratio in the Spin-Off). Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 18:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 73,152 | $118.61 | $8,676,785.49 |
DisclosureSEC source: 0001225208-19-005829 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,873 F1 · price: This transaction was executed in multiple trades at prices ranging from $118.12 to $119.03. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 18:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 73,152 | $39.53 | $2,891,698.56 |
DisclosureSEC source: 0001225208-19-005829 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 18:46 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 133.614 | $159.04 | $21,249.97 |
DisclosureSEC source: 0001158449-19-000028 · wf-form4_154939235335642.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,828.978 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 20:28 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1.726 | $158.81 | $274.11 |
DisclosureSEC source: 0001158449-19-000013 · wf-form4_154689289492808.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,695.364 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.